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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 151.59-0.4%Jan 30 9:30 AM EST
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To: S100 who wrote (44721)10/14/1999 1:52:00 PM
From: Kayaker  Read Replies (2) of 152472
 
Currently, DSP's products are really the only alternative
to Qualcomm's CDMA chipsets. With the competition's breath now much stronger on its back, Qualcomm's shares slipped a tad this morning.

from: fool.com
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I'm always amazed how every media article seems to gloss over the fact the QCOM receives royalties from all these "competitors". I zapped the following (in my best annoyed tone) to the author of the article:

"How come you don't bother to mention that DSP pays royalties to QCOM for each and every CDMA chipset produced? You make it sound like they are a true competitor. Now, Intel will be paying royalties to QCOM."

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...and got the following response:

Bob,

Thanks for writing. You've touched on a good point. I must admit that I'm still getting up to speed on CDMA. But based on the speed that the sector is advancing, I have to wonder how relevant the royalty issue will be in a few years.

I think one of the subtle nuances to keep in mind here is that Intel views technology from the standpoint of creating a standard and then reaping steady returns from that standardization for years and years. My guess is that Intel sees an opening to standardize a future wireless echnology, by it 3G or otherwise. If that is indeed the plan, then Qualcomm has to be considered a competitor at this point.

Thanks again and Fool on!
Brian
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